3 Areas Driving IBM's Growth

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The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker discusses topics across the investing world.

In today's edition, Eric looks at IBM's presentation at Goldman Sachs' recent technology conference. Eric says investors should key in on three main areas of IBM's presentation. First, that technology trends continue moving in a way that supports IBM's 2015 road map. Notably, the allure of integrated services -- which supports IBM's software and services business -- continue to gain momentum and attract outsized IT spending. Second, Eric talks a bit more about IBM's placement in big data. While many of its initiatives like "Smarter Planet" seem esoteric and hard to understand, there was good communication from the company on how they filter down to revenue. Third, IBM re-enforced the discipline of its mergers and acquisition strategy. That's been key to IBM's success as it has kept the company focused and avoiding the "all or nothing" deals common in technology. To see Eric analyze IBM at Goldman -- in a tenth as much time as the actual presentation -- watch the video below.

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At the time this article was published Eric Bleeker has no positions in the stocks mentioned above. The Motley Fool owns shares of International Business Machines and Oracle. Try any of our Foolish newsletter servicesfree for 30 days. We Fools may not all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.

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